Claritas® Program

The Claritas Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

This self-study program can benefit anyone working in a financial services organization, from client services to compliance; from human resources to IT; from sales and marketing to legal services.

No prior experience or education is necessary (but you should be comfortable with English), and the program can be completed within six months.

Fast Facts

The Claritas Program includes:
  • Approximately 100 hours of self-study with an interactive eBook (print version may be purchased).
  • Access to online study tools, including a study planner, end-of-chapter questions, module practice tests, mock exam, and mobile study app.
  • A two-hour multiple-choice exam at one of the many test centers available globally.
  • A certificate of knowledge awarded to everyone who passes the exam.

Download the Claritas factcard (PDF).

What Claritas Certificate Holders Are Saying


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